No matter what your age or personal financial status, you will have dreams and expectations. We can advise and help you plan how to make your goals a reality.

It may seem like an imposing undertaking when you consider that you may need to plan for the costs of raising your children, saving for their education and caring for and supporting ageing parents whilst achieving the standard of living you desire and at the same time providing for your retirement. 

We work together to plan how you can make this happen.

We can look at specialised investment products that may help protect you from Care Costs. We also continue to review your Pension and other investments; moving them to safer havens ready for retirement.

We will review the best way to take your State Pension, looking at enhanced pension, delayed pension (tax free) and ensuring that your pension compliments your other investments. 

We will keep the protection of your assets (from Inheritance Tax and Care Costs) under constant review. Pension death benefits, life insurance policy proceeds and bequests from parents etc can all be protected from Inheritance Tax with the correct planning.

 

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